401(k) · DOL Form 5500 · 2024
Wand Newco 3, Inc. 401(k) Plan
Data updated 2026-07-24
- $862M
- Total assets
- 35,161
- Participants
- 98th
- Percentile by assets
- $24,524
- Avg per participant
Official DOL plan name: Caliber Holdings LLC Retirement Savings Plan · Sponsored by Wand Newco 3, Inc. · Texas · Other Services
$862M in assets, 35,161 participants
Wand Newco 3, Inc.'s Caliber Holdings LLC Retirement Savings Plan reported $862M in total assets and 35,161 participants in its 2024 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 116,472 plans)
Coverage in Texas
Caliber Holdings LLC Retirement Savings Plan covers 35,161 participants in Texas, 50x the typical Texas plan (state average ~704 per filing). Assets: $862M.
- $862M
- total plan assets (2024 EOY)
- 35,161
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $24,524
- avg assets per participant
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Caliber Holdings LLC Retirement Savings Plan reports 35,161 participants - 50x that state average ($862M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $695M |
|---|---|
| Net Assets (End of Year) | $862M |
| Net Income | $167M |
| Employer EIN | 832856885 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Caliber Holdings LLC Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caliber Holdings LLC Retirement Savings Plan by total assets, not by location.
- Applied Industrial Technologies, Inc. Retirement Savings Plan (OH) $862M · 5,000
- Factset Research Systems Inc. Plan (CT) $863M · 2,410
- Greif 401(k) Retirement Plan (OH) $863M · 6,890
- Peabody Investments Corp. Employee Retirement Account (MO) $864M · 3,644
Frequently Asked Questions
How did Caliber Holdings LLC Retirement Savings Plan assets move in 2024? ▼
Where does Caliber Holdings LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Caliber Holdings LLC Retirement Savings Plan's numbers.
- By total assets, Caliber Holdings LLC Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832856885.
Read our methodology - how this data is sourced, computed, and verified.